Wespac Advisors, LLC Purchases in Q1 2025

Wespac Advisors, LLC

  • $115 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
18.1K
New
$85.29 - $92.57 $1.54M - $1.67M
18.1K $1.65M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
22.6K
New
$63.07 - $73.5 $1.43M - $1.66M
22.6K $1.59M
CTA
Simplify Exch Traded Fds Simpl

ETFs
51K
New
$27.81 - $30.21 $1.42M - $1.54M
51K $1.51M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
27.2K
New
$39.44 - $47.66 $1.07M - $1.3M
27.2K $1.24M
ABC
Amerisourcebergen Corp

Healthcare
6.51K
New
N/A
6.51K $1.2M
PM
Philip Morris International Inc.

Consumer Defensive
7.15K
New
$117.15 - $158.79 $838K - $1.14M
7.15K $1.14M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
19.8K
+ 298.19%
$50.82 - $52.7 $1.01M - $1.04M
26.4K $1.39M
CME
Cme Group Inc.

Financial Services
3.85K
New
$225.82 - $266.54 $869K - $1.03M
3.85K $1.02M
EVRG
Evergy, Inc.

Utilities
14.2K
New
$59.9 - $69.52 $852K - $989K
14.2K $980K
BMY
Bristol Myers Squibb CO

Healthcare
15.6K
New
$53.9 - $63.11 $839K - $982K
15.6K $949K
PINK
Simplify Exchange Traded Fds S

ETFs
30.5K
New
$28.87 - $31.11 $880K - $948K
30.5K $893K
T
At&T Inc.

Communication Services
23.4K
+ 55.41%
$21.56 - $28.28 $504K - $661K
65.5K $1.85M
MAA
Mid America Apartment Communities Inc.

Real Estate
5.19K
New
$146.9 - $170.92 $762K - $887K
5.19K $869K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.58K
+ 289.01%
$551.42 - $612.93 $870K - $967K
2.12K $1.19M
PNW
Pinnacle West Capital Corp

Utilities
8.78K
New
$81.76 - $95.25 $718K - $837K
8.78K $836K
FFIV
F5, Inc.

Technology
3.06K
New
$251.75 - $310.6 $770K - $950K
3.06K $814K
RF
Regions Financial Corp

Financial Services
36.9K
New
$20.84 - $24.77 $769K - $914K
36.9K $801K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.92K
+ 209.75%
$408.78 - $448.82 $783K - $859K
2.83K $1.19M
PCOR
Procore Technologies, Inc.

Technology
11.8K
New
$65.21 - $88.33 $772K - $1.05M
11.8K $781K
EWC
Ishares Msci Canada ETF

ETFs
19.2K
New
$39.3 - $42.52 $753K - $815K
19.2K $781K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
24.9K
New
$26.05 - $30.88 $649K - $769K
24.9K $768K
PPLT
Abrdn Platinum ETF Trust

ETFs
8.5K
New
N/A
8.5K $763K
TFC
Truist Financial Corp

Financial Services
18.5K
New
$39.48 - $48.15 $731K - $891K
18.5K $761K
FOX
Fox Corp Cl B (De)

Communication Services
14K
New
$45.64 - $54.23 $641K - $761K
14K $740K
SRE
Sempra Energy

Utilities
10.2K
New
$67.85 - $87.67 $689K - $890K
10.2K $724K
REG
Regency Centers Corp

Real Estate
9.78K
New
$68.83 - $77.74 $673K - $760K
9.78K $721K
NRG
Nrg Energy, Inc.

Utilities
7.46K
New
$84.82 - $113.33 $633K - $846K
7.46K $712K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.7K
New
$48.65 - $53.06 $667K - $727K
13.7K $711K
HYLS
First Tr Tactical High Yield L

ETFs
15.9K
New
$40.95 - $41.77 $651K - $664K
15.9K $652K
OKE
Oneok Inc

Energy
6.13K
+ 49.81%
$89.57 - $109.85 $549K - $673K
18.4K $1.83M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.72K
+ 69.61%
$34.58 - $45.97 $267K - $355K
18.8K $864K
USB
Us Bancorp \De\

Financial Services
11.5K
New
$40.92 - $50.9 $471K - $586K
11.5K $486K
IAU
Ishares Gold Trust

ETFs
3.88K
+ 18.33%
$49.74 - $58.96 $193K - $229K
25K $1.48M
EWO
Ishares Inc Msci Austria ETF

ETFs
16.1K
New
$20.67 - $26.81 $332K - $431K
16.1K $403K
HQH
Tekla Healthcare Investors

Financial Services
24.6K
New
$16.23 - $18.27 $399K - $449K
24.6K $399K
XLU
Utilities Sector Spdr

ETFs
5.06K
New
$74.7 - $80.27 $378K - $406K
5.06K $399K
IEF
Ishares Barclays

ETFs
4.14K
New
$91.17 - $95.39 $377K - $394K
4.14K $394K
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.1K
New
$39.18 - $43.52 $356K - $396K
9.1K $380K
CLOI
Vaneck ETF Tr

ETFs
6.7K
+ 12.63%
$52.68 - $53.16 $353K - $356K
59.8K $3.16M
FNDF
Schwab Fundamental Intl Large

ETFs
8.44K
+ 77.11%
$32.9 - $37.45 $278K - $316K
19.4K $700K
TRGP
Targa Resources Corp.

Energy
1.6K
New
$178.44 - $217.22 $285K - $347K
1.6K $320K
TFLO
Ishares Treasury Floating Rate

ETFs
5.97K
+ 26.08%
$50.48 - $50.68 $301K - $302K
28.8K $1.46M
XLE
Energy Sector Spdr

ETFs
3.28K
New
$85.7 - $93.96 $281K - $309K
3.28K $306K
TPL
Texas Pacific Land Corp

Energy
147
+ 32.1%
$1180.08 - $1431.01 $173K - $210K
605 $801K
PVAL
Putnam ETF Tr Putnam Focused L
7.46K
New
$36.8 - $39.59 $275K - $295K
7.46K $284K
ZS
Zscaler, Inc.

Technology
1.4K
New
$181.66 - $216.87 $255K - $304K
1.4K $278K
SLV
I Shares Silver Trust

ETFs
5.35K
+ 22.2%
$26.93 - $31.32 $144K - $168K
29.5K $912K
EMB
Ishares Tr

ETFs
3.08K
New
$88.64 - $92.03 $273K - $283K
3.08K $278K
GILD
Gilead Sciences, Inc.

Healthcare
2.25K
New
$89.14 - $117.41 $200K - $264K
2.25K $251K
Activity Summary
Buys All Purchases 90 New Holdings 50 Increased Positions 40 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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